Company lists · Data refreshed September 2026

Top 25 Asset consulting services based in Switzerland

RevenueBase identified 359 company matches for asset consulting services associated with Switzerland as of September 2026 and tracks 5,885 professional contacts across them, including 2,631 with verified work emails. Zurich is the largest hub.

This list covers company matches for asset consulting services associated with Switzerland, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed September 21, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list RevenueBase SmartSearch · Exact Recorded Sep 21, 2026 How this list was built
359Companies
5,885Contacts tracked
2,631Verified emails
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The 25 largest asset consulting services based in Switzerland

Ranked by team size
Top 25 of 359 company matches for asset consulting services based in Switzerland, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 21, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#CompanyRevenueBase SmartSearchHeadquartersEmployeesContacts
1Exact matchZürich, SwitzerlandHQ recorded Sep 21, 20261,001-5,0002,067 contacts →

Exact match

“Vontobel is an international investment management firm with Swiss roots, providing investment, advisory and solution capabilities to private and institutional clients.”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
2Exact matchZurich, SwitzerlandHQ recorded Sep 21, 20261,001-5,000834 contacts →

Exact match

“We support our clients in achieving their long-term investment objectives.”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
3Exact matchGeneva, SwitzerlandHQ recorded Sep 21, 202651-20080 contacts →

Exact match

“CIGP is an independent financial advisory group, rooted in Geneva since 1964, with offices in Hong Kong, London, Milan and Dubai.”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
4Exact matchZurich, SwitzerlandHQ recorded Sep 21, 202651-20078 contacts →

Exact match

“Founded in 1991, PPCmetrics AG is a leading Swiss investment consulting firm, with offices in Zurich and Nyon.”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
5Exact matchZug, SwitzerlandHQ recorded Sep 21, 202651-20071 contacts →

Exact match

“Wer uns sein Geld anvertraut, verlässt sich auf uns.”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
6Exact matchSchindellegi, SwitzerlandHQ recorded Sep 21, 202611-5066 contacts →

Exact match

“MWC Group is an independent financial advisory and asset manager, providing services to private clients and businesses in areas of insurance, pensions, mortgages, tax and asset…”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
7Exact matchZurich, SwitzerlandHQ recorded Sep 21, 202651-20066 contacts →

Exact match

“Bellecapital is a privately held asset management company providing global investment management services to wealthy individuals, families, endowments and institutional clients.”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
8Exact matchZürich, SwitzerlandHQ recorded Sep 21, 202651-20046 contacts →

Exact match

“Albin Kistler is a traditional asset and private wealth manager with its headquarters in Zurich and a representative office in Chur.”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
9Exact matchSt Gallen, SwitzerlandHQ recorded Sep 21, 202651-20040 contacts →

Exact match

“Complementa has been providing independent financial and organisational support to institutional investors and high net worth individuals since 1984.”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
10Exact matchZurich, SwitzerlandHQ recorded Sep 21, 202651-20040 contacts →

Exact match

“Wir glauben an eine neue Ära des Wealth Managements.”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
11Exact matchZürich, SwitzerlandHQ recorded Sep 21, 202651-20038 contacts →

Exact match

“Avobis has been a driving force in the real estate industry for over 25 years, specialising in real estate consulting, mortgage servicing and the development of tailor-made…”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
12Exact matchLuzern, SwitzerlandHQ recorded Sep 21, 202611-5036 contacts →

Exact match

“WHP was founded in 1995 and today, with over twenty specialists, is one of the leading independent financial and insurance consulting firms in the region.”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
13Exact matchGlarus, SwitzerlandHQ recorded Sep 21, 202611-5032 contacts →

Exact match

“As one of the largest independent wealth managers in Switzerland, we have stood for more than 20 years for continuity among Zurich’s financial community and are firmly positioned…”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
14Exact matchZug, SwitzerlandHQ recorded Sep 21, 202611-5030 contacts →

Exact match

“Colin & Cie serves high net worth individuals and institutional investors in Europe.”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
15Exact matchZürich, SwitzerlandHQ recorded Sep 21, 202611-5029 contacts →

Exact match

“Ein starker Partner mit Weitblick für Ihre Finanzen.”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
16Exact matchLugano, SwitzerlandHQ recorded Sep 21, 202651-20029 contacts →

Exact match

“Founded in 1985, Crossinvest SA has established itself as one of the leading independent asset managers in Switzerland.”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
17Exact matchGeneva, SwitzerlandHQ recorded Sep 21, 202611-5029 contacts →

Exact match

“Prime Partners S.A.”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
18Exact matchZurich, SwitzerlandHQ recorded Sep 21, 202611-5028 contacts →

Exact match

“Petiole Asset Management is a Swiss-based boutique asset manager with a global reach, capitalizing on two decades of expertise to offer a comprehensive private market investment…”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
19Exact matchGeneva, SwitzerlandHQ recorded Sep 21, 202651-20028 contacts →

Exact match

“Founded in the Geneva Management Group (GMG) is an award-winning Asset Manager and Multi-Family Office.”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
20Exact matchLucerne, SwitzerlandHQ recorded Sep 21, 202611-5025 contacts →

Exact match

“Die Falck Gruppe ist Ihr Spezialist für alle Fragen rund um Immobilien, Treuhand und Steuern.”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
21Exact matchGeneva, SwitzerlandHQ recorded Sep 21, 202611-5025 contacts →

Exact match

“As an independent wealth management company based in Switzerland and Uruguay, SunPartners strives to advise individuals and families in the preservation and development of their…”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
22Exact matchLugano, SwitzerlandHQ recorded Sep 21, 202611-5021 contacts →

Exact match

“Compass Asset Management was founded in 1998 by a team of professionals with many years of experience in the international financial markets.”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
23Exact matchZurich, SwitzerlandHQ recorded Sep 21, 202611-5021 contacts →

Exact match

“We offer to our private and family clients a comprehensive range of services in the areas of wealth management, investment advice, reporting and consolidation.”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
24Exact matchSt. Gallen, SwitzerlandHQ recorded Sep 21, 202611-5020 contacts →

Exact match

“Finreon, founded in 2009 as a spin-off from the University of St.”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
25Exact matchGeneva, SwitzerlandHQ recorded Sep 21, 202611-5018 contacts →

Exact match

“Eric Sturdza Asset Management ("ESAM") is an active asset manager specializing in high-conviction portfolios.”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase

Showing 25 of 359 asset consulting services based in Switzerland

See the full list, filter by size, metro and specialty, and access 2,631 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Asset consulting services based in Switzerland at a glance

As of Sep 21, 2026
44.7%Verified-email coverage
16.4Average contacts per company
1-10Median size (employees)
22.8%Largest-city concentration · Zurich
Sep 21, 2026Page data refreshed

Companies by employee count

1-10
234
11-50
101
51-200
18
201-500
1
1,001-5,000
2

Email recency for this list is measured worldwide rather than for Switzerland, so it is reported there. Company counts and contact totals on this page are exact for Switzerland, over 359 companies.

How this list was built

The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.

Source
The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
What qualifies
Company records associated with Switzerland whose business descriptions match “asset consulting services” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
RevenueBase SmartSearch
Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
Public preview
The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
Match quality
RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
Ranking
Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification
Every displayed company carries at least one verified work email. RevenueBase tracks 2,631 professional contacts with verified work emails across the full matched dataset. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh
This page's figures were pulled from the company graph on September 21, 2026. Lists refresh periodically as the graph is re-checked.
Record context
Company records and descriptions can change. Check the company's website for its current services and locations.

Frequently asked

What is RevenueBase SmartSearch?

RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “asset consulting services”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many asset consulting services are there based in Switzerland?

RevenueBase identified 359 company matches for asset consulting services associated with Switzerland as of September 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.

What is the largest company on this list?

Vontobel tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city has the most asset consulting services?

Zurich leads with 82 company records, followed by Geneva (77) and Lugano (21).

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work limited free results with 500 credits to start. Upgrading provides access to the 2,631 professional contacts with verified work emails tracked across these 359 companies; direct dials are available where recorded.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 21, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase SmartSearch, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.